Broker Check
Naj Altaf

Naj Altaf

Founding Partner, Wealth Manager

Naj Altaf has provided financial planning services to individuals, families and businesses for nearly 25 years. Naj’s approach is based on carefully listening to and understanding his clients’ needs and aspirations. He then leverages principles of proper asset allocation to structure financial management strategies tactically aligned with client goals. Naj focuses on what is most important to his clients, simplifying the complexities of personal finance and maintaining a disciplined approach. As a result of his extensive experience navigating multiple market cycles and his background in supervision and regulatory compliance, Naj delivers a unique wealth management experience.

As a senior executive and Regional Director of the Mid-Atlantic market at Capital One Investing, Naj led a team of more than 50 financial advisors managing in excess of $2.5 billion in client assets. Naj’s leadership and influence played an integral role in the growth and development of an extensive network of financial advisors that has gained recognition from Washingtonian Magazine. Because of his dedication, commitment and expertise, he and his team were continually recognized for the consistent delivery of an exceptional client experience.

Naj currently holds Series 4 (Options Principal), 7, 66, and 24 (General Securities Principal) registrations as well as life and health insurance credentials. He graduated from George Mason University with a B.S. in Economics.

Naj is a native of Northern Virginia, where he lives with his wife Sheila and five-year-old son. He is an avid learner, sports enthusiast and vintage comic book collector.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.